-89.7%
AMIX vs EMB
+0.5%
-90.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.6% | +9.4% | +13.0% |
| 7D | +11.4% | +0.5% | +10.9% | +7.0% |
| 30D | -40.5% | +0.9% | -41.4% | -44.5% |
| 3M | -80.1% | -2.1% | -78.0% | -76.1% |
| 6M | -74.8% | -2.2% | -72.6% | -69.4% |
| YTD | -84.0% | -0.6% | -83.4% | -80.4% |
| 1Y | -89.7% | +0.2% | -89.9% | -87.9% |
| All | -89.7% | +0.5% | -90.2% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling